ActivePRO

Setup Guide


Setup Guide

Installation

Files & Directories in Download Package

In the downloaded Zip file, you will find below files & folders:

  • Source – a folder containing all the required files you need to deploy on to the server.
  • cred.txt - a file containing admin email & password which you can change later.
  • activepro.sql - a file containing database structure & initial data to get started.
  • Setup-Guide.pdf – an Instruction manual for setup store (This Document).
  • Quick-Start-Guide.pdf - Basic Store introduction.
  • Technical-Guide.pdf – Technical information may help for further customizations.
  • Upgrade-Guides – Contains the instructions & SQL files for updating from the previous versions.
  • Create a Database using your choice of software, for the demonstration purposes I used phpmyadmin if you are doing it on Shared Hosting database creation method may vary. You may also need to create & assign user to it.
  • Now you need to copy all the source folder files to your web server where you want it to access/host.

 

Installation Wizards Steps

 

  •           If everything is good you can see the page like below.

 

       Installation Wizard

 

Click Next to setup Database connection information.

 

If it shows any errors please fix the same. If not then click on Next button would take you to Database Connection Information Form which will looks like follows, fill the required information regarding the database connection.

 

                                                Installation Wizard

 

It will update .env file with database connection information. If database connection succeed it will create database structure & feed any mock data required for the application which will be looks like follows.

 

                                                   Installation Wizard

 

If it goes well you should see above page, now you need to click on Congrats every… button. It will take you to screen like follows

 

                                                                  Installation Verification!!

 

It seems all right just use credentials from creds.txt & login.

Don’t forgot to delete public/install.php & public/__install folder ones everything is ready.

 

 

Login

 

Now you need to configure it as you required. For that you need to go to http://yourdomain.com/  or click on login menu item from top navigation bar.

Now you will come to login page of the site. For the First time you need to use following credentials to get logged in.

 

 

Email: admin
Password: firstadmin123

Once you get successfully logged in, please change your Password

Now you should see Dashboard with various statistics. Menu at top menu allows you to manage as per the needs, let’s see System.

 

Site Settings

 

 

Under this page, you will find various configurations and settings which needs to run ActivePRO as per your choice. All these settings are distributed under various headings, you can find those using the filter at top of the panel. We will see those settings one by one.

 

General Settings

 

By clicking on General Settings link will show you dialog with following items as shown in the below screenshot.

 

 

 

  • Website NameIt will be used throughout application.
  • Favicon & Logo
    • New Favicon – You can browse & upload your new favicon using button called Browse to Upload once you upload new images you can select it from New Favicon dropdown.
      Please note: Only ICO files are allowed for favicon images.

 

    • New Logo – You can browse & upload your new logo using button called Browse to Upload once you upload new images you can select it from New Logo dropdown.
      Please note: Only PNG files are allowed for logo images.

 

    • Invoice Logo – You can browse & upload your new logo using button called Browse to Upload once you upload new images you can select it from Invoice Logo dropdown. It will be used for the invoice.
      Please note: Only PNG files are allowed for logo images.

 

  • Header Logo Background Color – You can change header background color right from here to suite your logo or to your choice. You can see the preview of this at current logo.
  • Menu / Sidebar Link Color – You can change menu/sidebar link color right from here as per your choice.
  • Menu / Sidebar Link Active Color – You can change menu/sidebar link active color right from here as per your choice.
  • Menu Link / Sidebar Text Color - You can change menu link/sidebar text color right from here as per your choice.
  • Timezone – You need to select your own time zone as needed.
  • Business Email – This email will be used for various purposes like from in send order emails & you will be able to receive emails at this address.
  • Show Language Menu – You can show hide language change menu at top menu right corner.
  • Default Language – You can choose default language from the available list. User will be able to change the language from the available list as per the preference if the Language menu available.

On click on Update button your settings will be saved. You can reload the page to see the changes.

 

User’s Settings

 

Using this dialog, you can manage user related settings like login throttle etc.

 

You can enable/disable Email Activation Required for New User registration.

 

You can enable/disable Email Activation Required for Change Email.

 

Login Settings

 

You set how many login attempts should allowed without Captcha.

  • Enable Recaptcha – You can enable Recaptcha from here by setting the Site Key & Secret Key. If recaptcha is disable then by default it shows the captcha as per the login attempts setting.

 

On click on Update button your settings will be saved.

 

Social Account Settings

 

You can add your social account username/handles.

 

 

Which will further be used in Site Footer and in the Emails.

 

 

On click on Update button your settings will be saved.

                 

Placement and Misc. Settings

 

You will find Some uncategorized settings items in this dialog

  • Enable Credit Info – You can choose whatever to show credit information for this product. Thanks for keeping it active.

 

  • Page End Additional – You can add and additional content here to add at bottom of the page it may be used for Google Analytics code etc.

 

 

  • Footer Text – Additional footer text you may require after website name.

 

 

On click on Update button your settings will be saved.      

 

 

Manage User Roles

 

By default, system only comes with Admin & Team Member role so you need to create your own roles using permissions available. You can manage User Roles under this menu item. You can add, delete & update User Roles permission from here.

 

 

Add New User Role

 

  • You can Add New User Role.
  • To add new User Role, click on +New User Role button will open dialog with form to add new user role.
  • To manage the permission of the any user role, click on the Permission button will open dialog with all permission to update for the user role.
  • If you Delete user role then it will be deleted permanently.

 

 

  • Title – You can add Title for the new User Role.
  • Import Permission from – You can import the role permission of existing user for new user role from here. (Please note: It just for your connivance to select the permission item checkboxes & won’t carry this relation further.)
  • Then from the given entity of permission you can assign the permission to the new role or able to update existing imported permission.
  • Submit – Click on the submit button you can submit the permission for that role.

 

Manage Users

 

You can manage Users under this menu item. You can add, edit and delete Users right from here. Using the user type you can filter the specific type of users.

 

 

Add New User

 

  • You can Add New User.
  • To add new User, click on +New User button will open dialog with form to add new user.

 

 

  • First Name – You can add First Name of User.
  • Last Name – You can add Last Name of User.
  • Role - You can select the user role from Role field.
  • Username – You can add username for the user.
  • Email – You can add Email of User.
  • Password – You can add Password for User.
  • Password Confirmation – You can re-enter the Password for the confirmation.  
  • Add - On click on Add button your User will be added.

 

  • To Change Password of user you can click on the change password button.

 

 

  • New Password – You can add new password from here.
  • New Password Confirmation – You can add new password for confirmation using this field.
  • Update Password – To update password you can click on the Update password button.
  • If you Soft Delete User, it will be in deleted state and will available under Deleted tab. You can’t permanently delete that User from deleted tab or Restore User again in active tab.
  • Inactive Users placed in inactive tab.

 

Manage Clients

 

You can manage Clients under this menu item at sidebar. You can add, edit and delete Clients right from here.

 

 

Add New Client

 

To add new Client, click on New Client button will open dialog with form to add new client.

 

  • Name of Client – You can add Name of Client.
  • Address - You can add Address of Client.
  • Country - You can select the Country of Client from Country field.
  • Add - On click on Add button your User will be added

 

  • You can Edit Client details by click on the Edit button which opens dialog to edit project details.
  • To view the all information of the Client you can click on the link available on client name.

 

Manage Projects

 

You can manage Projects under this menu item. You can add, edit and delete Projects right from here.

 

 

Add New Project

 

  • You can Add New Project.
  • To add new Project, click on +New Project button will open dialog with form to add new project.

 

 

  • Title – You can add Title of the project from here.
  • Client – You can select the Client of the project from here.
  • Project Color – You can select project color as per your choice write from here.
  • Progress Count Type – You can select the your progress count type for the project from here, either Manual or Task Basis.
  • Start Date – You can set the start date of project from here.
  • Due Date – Using this field you can set the due date of project from here.
  • Description – You can use this field for your project description.
  • Active – You can manage the status of Project using this switchery.
  • Add - On click on Add button your Project will be added.

 

  • You can Edit Project details by click on the Edit button which opens dialog to edit project details.
  • You can view the project details by click on the Details button which opens dialog to view project details.
  • If you Delete Project then it will be placed in deleted tab.

 

Project Details

 

To view the all information of the Project you can click on the link available on project name.

  • Dashboard – To view the all information & work progress of Project in the form of charts, you can click on Dashboard tab will open the dashboard with all information of the project.

 

  • Message Board – To send the message regarding this project, you can click on Message Board tab will open the message board.

 

 

  • Post Your Message – You can add your message regarding this project.
  • Notify By Email – If you check this then other user will notify by the email for the new message.
  • Post Message – To post your message, you can click on Post Message button will post your message.
  • Attach New – To attach new file, you can click on Attach New button will attach your new file.
  • Attach Existing - To attach existing file, you can click on Attach Existing button will attach your existing file.

 

  • Milestones – To decide & list out Milestones for this project, you can click on Milestones tab will open the list of all milestones of this project with basic details to view, add, edit & delete.

 

 

  • + New Milestone – To add new Milestone in this project, you can click on + New Milestone button will open dialog with form to add new milestone.

 

 

  • Title – You can add the title of milestone from here.
  • Start Date – You can set the start date of project from here.
  • Due Date – Using this field you can set the due date of project from here.
  • Description – You can use this field for your project description.
  • Add - On click on Add button your Milestone will be added.

 

  • Contact – To manage the contacts related to this Project, you can click on Contact tab will open the list of all contacts of this project with basic details to view, add, edit & delete.

 

 

  • + New Contact – To add new Contact in this project, you can click on + New Contact button will open dialog with form to add new Contact.

 

 

  • First Name – You can add First Name of contact person.
  • Last Name – You can add Last Name of contact person.
  • Email – You can add Email of contact person.
  • Mobile Number – You can add mobile number of the contact person.
  • Designation – Using this you can add the mobile number of the contact person.
  • Add - On click on Add button your contact person will be added.

 

  • Tasks – To view Task for this Project, you can click on Tasks tab will open the list of all tasks of this project with basic details to view, add, edit & delete.

 

 

  • + New Task – To add new Task in this project, you can click on + New Task button will open dialog with form to add new Task.

 

 

 

  • Select Milestone – You can select the milestone for your task.
  • Assign to – You can select your team member from here to assign this task.
  • Task Priority – You can decide task priority using this.
  • Due Date – Using this field you can set the due date of project from here.
  • Description – You can use this field for your project description.
  • Add - On click on Add button your Task will be added.

 

  • Issues – To view the issues reported for this Project, you can click on Issues tab will open the list of all issues reported for this project with basic details to view, add, edit & delete.

 

 

  • + New Issue – To add new issue in this project, you can click on + New Issue button will open dialog with form to add new issue.

 

 

  • Assign User – Using this you can assign the user to this issue.
  • Description – You can use this field for your project description.
  • Add - On click on Add button your Issue will be added.

 

  • Users – To view the users assign to this project, you can click on Users tab will open the list of all users assign to this project with basic details to view, add & remove.

 

 

  • + New User – To add new user in this project, you can click on + New User button will open dialog with form to add new user.

 

 

  • Select User – Using this you can select the users for this project as team member.
  • Role Title – You can use this field to add role title of selected user in this project.
  • Add - On click on Add button your User will be added.

 

  • Changelog – To view the changelog of this Project, you can click on Changelog tab will open the changelog details of this project to view, add, edit & delete.

 

 

  • +New Changelog – To add new changelog for this Project, you can click on +New Changelog tab will open dialog with form to add new changelog.

 

 

  • Version – From here you can add your project version to maintain the changelog.
  • Release Date – You can select release date write from here.
  • Notes – You can use this field for your project version notes.
  • Add - On click on Add button your Changelog will be added.

 

  • Time Entries – To view the time entries added for the task of this Project, you can click on Time Entries tab will open the time entries detail to view, add, edit & delete.

 

 

  • +New Time Entry – To add new time entry for this Project, you can click on +New Time Entry tab will open dialog with form to add new time entry.

 

 

  • Select Hours – For adding time entry you can select the hour from here.
  • Select Minutes -  You can select the minutes to add time entry from here.
  • Description – You can use this field for your project description.
  • Add - On click on Add button your Issue will be added.

 

Calendar

 

You can manage the calendar from here. On calendar you can view the your all projects & event schedule.

 

 

Add New Event

 

To add new Event, click on New Event button will open dialog with form to add new event.

 

  • Title – You can add Title of the Event.
  • Description - You can add Description of the Event.
  • Start Date – You can add the start date of event from here.
  • End Date - You can add the end date of event from here.
  • Guest User – From here you can select your guest users for the event.

 

Email Template

 

You can manage Your email template from here.

 

 

All email templates are set up by default which you can modify as per your choice or can use default templates.

 

 

Activity Log

 

You can manage Activity Log under this menu item. You can view the details of each activity perform in the system right from here.

 

 

You can filter your activities as per the Duration.